3 / 5 Stars
3 3 3 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#67 in World Stock
U.S. News evaluated 306 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.20 percent over the past year, 10.11 percent over the past three years, and 15.65 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||N/A|
The investment seeks high total return. The Manager seeks to achieve the fund's investment objective by investing the fund's portfolio primarily in stocks that the Manager believes will provide a higher return than the MSCI World Index. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in stocks tied economically to developed markets. It is non-diversified.
Fees are Average compared to funds in the same category.
GMO Developed World Stock Fund has an expense ratio of 0.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.